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Global X MLP ETF

59 hedge funds and large institutions have $266M invested in Global X MLP ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $205M → $266M (+$61.8M)

2% more funds holding

Funds holding: 5859 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.43% more ownership

Funds ownership: 10.17%10.6% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
32
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$696K +$434K +6,424 +180%
WIC
27
Whitegate Investment Counselors
New Hampshire
$679K +$108K +1,595 +19%
WIA
28
Westbourne Investment Advisors
Maryland
$644K -$53.5K -792 -8%
MSAM
29
Moloney Securities Asset Management
Missouri
$572K +$556K +8,239 New
CAM
30
Carret Asset Management
New York
$543K +$77.1K +1,142 +17%
SI
31
Stephens Inc
Arkansas
$454K
DADC
32
D.A. Davidson & Co
Montana
$426K +$415K +6,143 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$355K +$40.1K +594 +13%
LPL Financial
34
LPL Financial
California
$258K +$107K +1,586 +76%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$220K +$214K +3,164 New
AWA
36
Arete Wealth Advisors
Illinois
$219K +$49.6K +735 +30%
SMC
37
Smith, Moore & Co
Missouri
$177K +$33.8K +500 +24%
Ameriprise
38
Ameriprise
Minnesota
$170K +$17.5K +259 +12%
SGAM
39
Steinberg Global Asset Management
Florida
$161K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$158K -$5.67K -84 -4%
AAM
41
Advisors Asset Management
Colorado
$155K -$5K -74 -3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$149K -$66.9K -990 -32%
TW
43
Transform Wealth
Colorado
$131K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$130K +$5.94K +88 +5%
Stifel Financial
45
Stifel Financial
Missouri
$126K -$7.97K -118 -6%
Citadel Advisors
46
Citadel Advisors
Florida
$122K +$119K +1,764 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$118K +$24K +356 +26%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$112K +$78.8K +1,167 +259%
Creative Planning
49
Creative Planning
Kansas
$55K +$945 +14 +2%
GRP
50
Global Retirement Partners
California
$27K +$26.7K +396 New

MLPA Hedge Fund Activity: Q4 2016 in Review

59 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X MLP ETF (MLPA) for Q4 2016, worth a combined $266M — up 30% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MLPA positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Aviance Capital Management, opening a new position worth an estimated $19.6M. The largest seller was Morgan Stanley, cutting an estimated $963K.

  • 59 institutional investors held Global X MLP ETF (MLPA) as of Q4 2016, up from 58 in Q3 2016.
  • Funds reported $266M of Global X MLP ETF stock for Q4 2016, up 30% quarter-over-quarter.
  • 12 funds opened new Global X MLP ETF positions in Q4 2016 and 11 closed out, a net change of +1 holder.
  • The largest Global X MLP ETF buyer in Q4 2016 was Aviance Capital Management, an estimated $19.6M added.
  • The largest Global X MLP ETF seller in Q4 2016 was Morgan Stanley, an estimated $963K sold.

Based on aggregated 13F filings for Q4 2016.